Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MTD (Mettler-Toledo International Inc.) | 3.29% | -10.42% | 0.91% | 7.14% | 14.39% | 16.85% | 17.73% | 17.78% |
Data as of 07/25/2025, AR inception is 11/17/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTD (Mettler-Toledo International Inc.) | 11/17/1997 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.79 | -10.42 | 0.91 | 7.14 | 14.39 | 16.85 | 17.73 | 17.78 | 3.29 | 1.75 | -16.08 | -14.83 | 48.92 | 43.67 | 40.26 | -8.71 | 48.01 | 23.42 | 12.12 | 24.68 | 25.50 | 30.86 | -2.31 | 44.02 | 55.77 | -40.77 | 44.32 | 42.84 | 7.58 | 21.56 | 31.66 | -38.17 | -4.64 | 42.39 | 36.08 | 62.68 | 13.11 |
| Sharpe Ratio | NA | -0.44 | -0.04 | 0.15 | 0.41 | NA | NA | 0.50 | -0.19 | -0.15 | -0.75 | -0.44 | 2.12 | 1.06 | 1.57 | -0.40 | 2.86 | 1.08 | 0.56 | 1.20 | 1.21 | 1.27 | -0.06 | 1.77 | 1.45 | -0.98 | 1.81 | 1.98 | 0.30 | 1.00 | 1.39 | -1.02 | -0.18 | 0.71 | 0.74 | 1.39 | 5.62 |
| Standard Deviation(%) | NA | 34.42 | 32.31 | 30.95 | 28.97 | NA | NA | 31.42 | 38.28 | 32.02 | 27.32 | 37.10 | 23.03 | 40.85 | 24.70 | 25.03 | 16.62 | 21.52 | 21.49 | 20.55 | 21.12 | 24.44 | 37.75 | 24.79 | 38.49 | 42.22 | 22.97 | 20.09 | 18.34 | 20.65 | 22.24 | 38.67 | 38.90 | 53.62 | 44.51 | 42.74 | 31.66 |
| Draw Down(%) | NA | 36.22 | 39.81 | 43.47 | 43.47 | NA | NA | 61.43 | 30.21 | 24.17 | 39.81 | 36.12 | 18.15 | 29.42 | 26.32 | 24.31 | 11.94 | 12.09 | 19.98 | 14.29 | 11.75 | 21.61 | 32.21 | 15.22 | 35.01 | 46.71 | 14.91 | 17.03 | 14.64 | 18.31 | 15.30 | 50.30 | 30.30 | 25.00 | 27.17 | 26.74 | 6.76 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 11/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTD (Mettler-Toledo International Inc.) |
-10.33%
Dec 2021 - Dec 2024 |
0.30%
Dec 2000 - Dec 2005 |
7.57%
Mar 1999 - Mar 2009 |
12.74%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTD (Mettler-Toledo International Inc.) |
53.25%
Mar 2009 - Mar 2012 |
35.75%
Feb 2009 - Feb 2014 |
30.28%
Mar 2009 - Mar 2019 |
24.24%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart